Operations / Management

As the top financial executive in an organization, the Chief Financial Officer (CFO) is responsible for overseeing the financial operations and strategy of the company. The CFO must manage the organization's budget, financial reporting, and accounting practices, as well as develop strategies for revenue growth and profitability. Additionally, the CFO plays a critical role in managing risk and ensuring compliance with various legal and regulatory requirements. In this capacity, the CFO must have a deep understanding of financial markets, investment strategies, and business operations. Ultimately, the CFO is a key strategic partner to the CEO and other executives, providing financial insight and guidance to help drive the company's growth and success.

People & HR

The CFO has a critical role in managing the people and HR function of the organization. This includes overseeing HRIS and payroll management, promoting employee engagement and well-being, ensuring compliance with relevant laws and regulations, and promoting diversity, equity, and inclusion in...

Finance

Finance refers to the category of finance management that is managed by the office of the CFO. This category could include areas such as FP&A and internal financing. It can be narrowed by being combined with Operations or the Software & Systems categories.

Legal

Legal refers to the legal concerns managed by the office of the CFO. This category could include areas such as contracts, policies, outside counsel etc. It can be narrowed by being combined with Operations or the Software & Systems categories.

Accounting

CFOs are responsible for overseeing a company's financial operations, ensuring that the company stays within budget and meets its financial goals. This requires managing a wide range of accounting and control concerns, including bookkeeping, financial reporting, tax compliance, and internal...

Insurance

Insurance refers to the insured risks managed by the office of the CFO. This category could include areas such as workers comp, business insurance, D&O, etc. It can be narrowed by being combined with Operations or the Software & Systems categories.

Capital Raising

Capital Raising refers to the process and sources of outside capital managed by the office of the CFO. This category could include areas such as equity and debt from investors, banks, and individuals. It can be narrowed by being combined with Operations or the Software & Systems categories.

Tax

Tax refers to the tax concerns managed by the office of the CFO. This category could include areas such as sales tax, income tax, foreign tax, employment tax, etc. It can be narrowed by being combined with Operations or the Software & Systems categories to denote the process itself or the...

CFO Insights

Sizing Finance...the Goldfish Problem

The bigger the bowl, the bigger the goldfish. Scaling sales corresponds to revenue. But how big should the finance team be? Well, here are three approaches to the finance-goldfish problem. The...

AR Financing

AR Financing – Justin [https://groups.google.com/g/cfo-roundtable/c/XaxhvQOMwXw] is looking at financing and factoring options for an AR-based line of credit. Can anyone share any considerations...

Outsourced Bookkeeping

Outsourced bookkeeping services can be a critical support for early stage and small-scale businesses. The CFO Roundtable community put together a list of referrals based on their experiences. -...

CFO Roundtable